ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,149,673 | -21.7% | 202,743 | -18.8% | 0.00% | 0.0% |
| Q2 2023 | $6,575,813 | -12.5% | 249,746 | -8.7% | 0.00% | -25.0% |
| Q1 2023 | $7,517,636 | +0.1% | 273,468 | -1.1% | 0.00% | 0.0% |
| Q4 2022 | $7,507,214 | +20.8% | 276,407 | +0.2% | 0.00% | +33.3% |
| Q3 2022 | $6,213,000 | -17.4% | 275,772 | -0.4% | 0.00% | -25.0% |
| Q2 2022 | $7,523,000 | -14.0% | 276,989 | +0.5% | 0.00% | +33.3% |
| Q1 2022 | $8,752,000 | +36.0% | 275,541 | +33.5% | 0.00% | +50.0% |
| Q4 2021 | $6,437,000 | -19.0% | 206,440 | -21.0% | 0.00% | -33.3% |
| Q3 2021 | $7,945,000 | -5.7% | 261,192 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $8,421,000 | +10.8% | 259,910 | +7.7% | 0.00% | 0.0% |
| Q1 2021 | $7,599,000 | +1.7% | 241,377 | -4.8% | 0.00% | 0.0% |
| Q4 2020 | $7,470,000 | +47.9% | 253,451 | +25.1% | 0.00% | +50.0% |
| Q3 2020 | $5,051,000 | +6.8% | 202,589 | +12.3% | 0.00% | 0.0% |
| Q2 2020 | $4,731,000 | – | 180,449 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 256,248 | $7,990,000 | 5.36% |
| Fountainhead AM, LLC | 324,535 | $10,119,000 | 4.40% |
| First National Bank of Hutchinson | 181,071 | $5,646,000 | 3.22% |
| Berkeley Capital Partners, LLC | 217,717 | $6,788,000 | 2.79% |
| Gunma Bank,Ltd. | 100,000 | $3,118,000 | 2.73% |
| COWA, LLC | 170,163 | $5,306,000 | 2.67% |
| Sterling Financial Planning, Inc. | 135,848 | $4,236,000 | 2.65% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,000,000 | 2.07% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,228 | $3,655,000 | 1.95% |
| AGILIS PARTNERS LLC | 121,247 | $3,780,000 | 1.89% |